Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.

The SMSF Dashboard is split into 3 sections: Clients, Audits In Progress and Audits Completed

There has been a section created called 'Queries with auditor', when the administrator has responded to all open queries and notified the Auditor 

All the admin statuses will be set to notify, and the fund will move under 'Queries with auditor' ready for the Auditor to either respond to the Administrator or mark the queries as resolved within the A1 External Firm Portal 

For more information on the Administrator statuses click here

Queries with auditor

Clicking the number next to the 'Queries with auditor' heading directs users to the SMSF Clients page with the 'Queries with auditor' filter pre-applied.

Note: The status Queries with auditor cannot be changed or have another status mapped to them. 

By utilising these filters and dashboard functionalities, users can efficiently manage their SMSF audit workflow with ease and precision.